I will manage your hubspot CRM

Angela S

United States

I speak English

Business Operations Coordinator HubSpot CRM Admin

I'm a Business Operations professional with a background spanning both marketing and revenue operations, and a passion for building systems that help teams grow and succeed. Today, my expertise lies i...
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About this Gig
  • Database Cleanup: Regularly purging duplicate contacts, fixing formatting errors, and CRM maintenance.
  • Basic Reporting: Generating Dashboards for department heads (e.g., total contacts, conversion rates, sales activity).
  • User Management: Adding/removing users and setting appropriate permission levels so staff can only see what they need to see.
  • Email Signature & Template Setup: Ensuring all sales team emails look professional and use the same branding.
  • Workflow Automation: Building simple internal automations, such as auto-assigning contacts or deals to sales reps or sending a follow-up task to a rep when a contact opens an email.
  • Scoring Setup: Defining criteria (e.g., "opened an email 3 times" = +10 points) so the sales team knows which contacts to call first.
  • Custom Property Creation: Building specific fields to capture data unique to their industry (e.g., "Project Budget," "Contract Expiration Date").
  • Sales Pipeline Configuration: Customizing the stages of the sales process to match exactly how their team sells.
  • Integration Management: Connecting HubSpot to their other tools (like Gmail, Outlook, Zoom, or Slack) to ensure seamless data syncing.
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manage your hubspot CRM
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manage your hubspot CRM

Business type:

Startups

•

Corporates

Industry:

Software

Service type:

Workflow optimization

•

Data automation

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